Ziment Financial Advisors, Inc.

Overview

Ziment Financial Advisors, Inc. is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm charges a combination of percentage-of-AUM and fixed fees and manages client assets on a discretionary basis, which is reflected by its discretionary AUM matching total AUM. Investment activity is skewed toward fixed-income strategies, with a clear emphasis on investment-grade corporate bonds. That bias suggests a focus on income generation, capital preservation and liability-matching for a concentrated group of clients. The firm supplements fixed-income exposure with mutual funds for broader market access and allocates to third-party real estate managers to provide alternative sources of return and diversification. Ziment Financial Advisors positions itself as a boutique adviser for high-net-worth individuals and small-business owners, using separately managed accounts and custodial relationships to execute its strategies rather than acting as a capital allocator or pension consultant. The firm does not characterize itself as an active ESG investor.

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